Sigma Planning Corp’s Darden Restaurants DRI Stock Holding History

Sigma Planning Corp’s Portfolio DRI Stock Details DRI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q2	–	Sell	-1,574	Closed	-$263K	–	1213
2024 Q1	$263K	Buy	+1,574	New	+$261K	0.01%	1015
2023 Q3	–	Sell	-1,262	Closed	-$211K	–	1228
2023 Q2	$211K	Sell	1,262 -103	-8%	-$16.2K	0.01%	1074
2023 Q1	$212K	Buy	+1,365	New	+$202K	0.01%	1156
2022 Q2	–	Sell	-1,557	Closed	-$207K	–	1327
2022 Q1	$207K	Buy	1,557 +63	+4%	+$8.7K	0.01%	1245
2021 Q4	$225K	Sell	1,494 -483	-24%	-$71.4K	0.01%	1231
2021 Q3	$300K	Sell	1,977 -32	-2%	-$4.7K	0.01%	1062
2021 Q2	$293K	Buy	2,009 +291	+17%	+$41K	0.01%	1099
2021 Q1	$244K	Buy	1,718 +1	+0.1%	+$132	0.01%	1106
2020 Q4	$205K	Buy	+1,717	New	+$184K	0.01%	1097
2019 Q4	–	Sell	-2,399	Closed	-$284K	–	1062
2019 Q3	$284K	Buy	2,399 +126	+6%	+$15.4K	0.01%	786
2019 Q2	$277K	Buy	+2,273	New	+$270K	0.01%	762

Other funds holding DRI

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Victory Capital Management

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return